Pure Storage arrays are popping up everywhere - seems like weekly I hear about a new install. They continue to beat Dell/EMC and HPE for new array deployments. Unreal how fast they gained meaningful market share. They disrupt the storage market like TMobile disrupted the cell business. Can they become profitable? Cost of sales is ridiculous, but has likely driven much of the quick gain in market share. Oracle, Hitachi or maybe Cisco buys them within the next 12 months.

Pure Storage is well positioned to beat the market due to their role in the rapidly growing flash storage market. While the giants such as EMC will certainly have a large market share, there is room for innovative company's like Pure. Along with a strong management team and great growth, the company still has zero debt, as indicated by their 4.0 current ratio. My only short term concern is high stock based compensation rates.